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GameStop, a quick lesson in investing

There has been quite a bit of buzz surrounding GameStop’s stock as well as others including AMC Entertainment.  Countless articles have been written on this topic and a quick internet search will give you a plethora of information that we’re not going to dive into...

Do I need a financial planner?

One of the most frequent questions financial planners receive is “Do I need a financial planner?” The answer is a resounding “YES”. “What do I need a financial planner for?” is likely a better question to ask. To answer that question, we need to first explore what is...

How much do I need to save to retire?

We often get asked a variant of that question by our clients. Years ago, a well-known 401k provider ran an ad campaign “What’s your number?” to get people to consider how much money they would need to save for retirement. That question can be answered with a simple...

How do I start a retirement plan?

One of the most common financial objectives is saving for retirement.  To achieve that goal financial planners have a number of tools available.  Examples of retirement accounts include: IRA, Roth IRA, 401k, 403b, SIMPLE, SEP, or Qualified Plans have different...

What is Financial Planning?

Financial planning is a dynamic process in which you examine your current situation and set objectives to help achieve your financial goals. For most people, financial objectives include providing financial security, offsetting the effects of inflations, and having...

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Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns. Years won are six.

Society of Financial Service Professionals Top FSP Leaders 40 and Under 40 is based on a nomination process from the public, results released in 2012. Winners must be active in the financial services industry and be under the age of 40. This award is not based on investment performance.​

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